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Sep 26, 2019

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Kristy Roberts, Licensing & Compliance Manager for Insurance Licensing Services of America, Inc. (ILSA), shares her dos and don’ts for Carrier Contracts and Appointments.  Her secret for success: The appointment process varies from state to state. Fortunately, your carrier can let you know which states allow just-in-time appointments.

And if you only learn one thing from this podcast, let it be this: Don’t wait until the last minute to establish your relationship with an insurance carrier.